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Copia Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Copia Wealth Management’s Portfolio BSV Stock Details BSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.8K Hold
190
– – 0.01% 307
2026
Q1 		$14.9K Hold
190
– – 0.01% 292
2025
Q4 		$15K Hold
190
– – 0.01% 289
2025
Q3 		$15K Hold
190
– – 0.01% 283
2025
Q2 		$15K Hold
190
– – 0.01% 259
2025
Q1 		$14.9K Sell
190
-109
-36% -$8.46K 0.01% 245
2024
Q4 		$23.1K Buy
+299
New +$23.2K 0.02% 202

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Copia Wealth Management's BSV Position: Q2 2026 in Review

Copia Wealth Management held its Vanguard Short-Term Bond ETF (BSV) position steady in Q2 2026 at 190 shares worth $14.8K. The position accounts for 0.01% of the portfolio, ranked #307.

Copia Wealth Management first reported a position in BSV in Q4 2024 and has held it in 7 quarters since. The position peaked at $23.1K in Q4 2024. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Copia Wealth Management held 190 shares of Vanguard Short-Term Bond ETF worth $14.8K as of Q2 2026.
  • Copia Wealth Management left its Vanguard Short-Term Bond ETF share count unchanged in Q2 2026.
  • Vanguard Short-Term Bond ETF made up 0.01% of Copia Wealth Management's portfolio in Q2 2026, its #307 holding.
  • Copia Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Copia Wealth Management's Vanguard Short-Term Bond ETF position peaked at $23.1K in Q4 2024.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.